Cyndeo Wealth Partners, LLC holds a diversified book of 517 stocks worth $2.1B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 3% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cyndeo Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $601.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $171.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $169.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $91.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $84.6B |
| LPL Financial LLC | 79 / 80 | $74.9B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $43.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $19.0B |
Ranked by how many of Cyndeo Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $71.8M | 192.4K | 3.4% | ▼−0.1% Reduced · −210 sh | |
| 2 | Apple Inc COM | $67.5M | 233.4K | 3.2% | ▲+3.3% Added · +8K sh | |
| 3 | Broadcom Inc COM | $64.5M | 170.7K | 3.0% | ▲+0.4% Added · +733 sh | |
| 4 | Nvidia Corporation COM | $63.4M | 317.0K | 3.0% | ▲+0.6% Added · +2K sh | |
| 5 | Amazon Com Inc COM | $47.6M | 199.5K | 2.2% | ▲+2.2% Added · +4K sh | |
| 6 | Abbvie Inc COM | $34.5M | 137.2K | 1.6% | ▲+0.2% Added · +305 sh | |
| 7 | Alphabet Inc CAP STK CL A | $33.8M | 94.5K | 1.6% | ▼−6.7% Reduced · −7K sh | |
| 8 | First TR Exchange Trad FD VI FST TR GLB FD | $31.3M | 1.16M | 1.5% | ▲+2.2% Added · +25K sh | |
| 9 | Vanguard Index FDS SMALL CP ETF | $31.1M | 102.5K | 1.5% | ▲+5.8% Added · +6K sh | |
| 10 | Fidelity Merrimack STR TR TOTAL BD ETF | $30.2M | 662.8K | 1.4% | ▲+2.7% Added · +18K sh | |
| 11 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $29.7M | 62.2K | 1.4% | ▲+3.3% Added · +2K sh | |
| 12 | First TR Exchange-Traded FD CORE INVESTMENT | $25.8M | 1.24M | 1.2% | ▲+2.8% Added · +34K sh | |
| 13 | JPMorgan Chase & Co. COM | $25.4M | 77.5K | 1.2% | ▼−0.1% Reduced · −39 sh | |
| 14 | First TR Exchng Traded FD VI TCW UNCONSTRAI | $21.7M | 872.9K | 1.0% | ▲+3.9% Added · +33K sh | |
| 15 | Eli Lilly & Co COM | $21.5M | 17.9K | 1.0% | ▼−0.2% Reduced · −41 sh | |
| 16 | Ishares TR ISHS 5-10YR INVT | $21.3M | 400.1K | 1.0% | ▲+3.9% Added · +15K sh | |
| 17 | Principal Exchange Traded FD ACTIVE HIGH YL | $21.2M | 1.11M | 1.0% | ▲+3.9% Added · +42K sh | |
| 18 | Invesco Actively Managed Exc ULTRA SHRT DUR | $21.0M | 419.1K | 1.0% | ▲+3.9% Added · +16K sh | |
| 19 | First TR Exchange-Traded FD SENIOR LN FD | $21.0M | 469.3K | 1.0% | ▲+4.8% Added · +22K sh | |
| 20 | Exxon Mobil Corp COM | $20.9M | 153.0K | 1.0% | ▲New New position | |
| 21 | Vanguard Index FDS GROWTH ETF | $20.2M | 234.3K | 1.0% | ▲+508% Added · +196K sh | |
| 22 | Johnson & Johnson COM | $19.9M | 78.3K | 0.9% | ▼−3.8% Reduced · −3K sh | |
| 23 | Ishares TR CORE S&P500 ETF | $19.4M | 25.9K | 0.9% | ▲+5.4% Added · +1K sh | |
| 24 | Ishares Gold TR ISHARES NEW | $18.7M | 247.1K | 0.9% | ▼−0.3% Reduced · −734 sh | |
| 25 | Meta Platforms Inc CL A | $18.2M | 32.4K | 0.9% | ▼−2.8% Reduced · −919 sh | |
| 26 | Sprott Physical Gold TR UNIT | $17.6M | 583.1K | 0.8% | ▲+3.5% Added · +20K sh | |
| 27 | Oracle Corp COM | $17.2M | 117.7K | 0.8% | ▲+2.9% Added · +3K sh | |
| 28 | TJX Cos Inc New COM | $17.2M | 113.8K | 0.8% | ▲+0.9% Added · +1K sh | |
| 29 | Cisco Sys Inc COM | $16.7M | 142.1K | 0.8% | ▲+6.2% Added · +8K sh | |
| 30 | Home Depot Inc COM | $16.4M | 46.6K | 0.8% | ▲+2.2% Added · +1K sh | |
| 31 | SPDR S&P 500 ETF TR TR UNIT | $15.6M | 20.8K | 0.7% | ▼−2.8% Reduced · −606 sh | |
| 32 | Pimco Dynamic Income FD SHS | $15.5M | 927.5K | 0.7% | ▲+50% Added · +308K sh | |
| 33 | Analog Devices Inc COM | $15.4M | 38.9K | 0.7% | ▲+3.7% Added · +1K sh | |
| 34 | Nuveen Floating Rate Income COM | $15.3M | 2.00M | 0.7% | ▲+11% Added · +204K sh | |
| 35 | Linde PLC SHS | $15.2M | 29.3K | 0.7% | ▲+29% Added · +7K sh | |
| 36 | Morgan Stanley COM NEW | $14.8M | 70.8K | 0.7% | ▲+6.0% Added · +4K sh | |
| 37 | Abbott Labs COM | $14.8M | 162.9K | 0.7% | ▼~0% Reduced · −21 sh | |
| 38 | Altria Group Inc COM | $14.3M | 199.2K | 0.7% | ▲+1.5% Added · +3K sh | |
| 39 | Merck & Co Inc COM | $13.9M | 108.4K | 0.7% | ▲+3.8% Added · +4K sh | |
| 40 | Texas Instrs Inc COM | $13.7M | 46.1K | 0.6% | ▼−1.3% Reduced · −603 sh | |
| 41 | Global X FDS GLOBAL X URANIUM | $13.1M | 300.9K | 0.6% | ▲+4.0% Added · +12K sh | |
| 42 | Pfizer Inc COM | $12.9M | 536.7K | 0.6% | ▲+3.9% Added · +20K sh | |
| 43 | Alphabet Inc CAP STK CL C | $12.8M | 36.2K | 0.6% | ▲+0.3% Added · +124 sh | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $12.6M | 34.1K | 0.6% | ▲+2.6% Added · +877 sh | |
| 45 | Chubb Limited COM | $12.6M | 36.9K | 0.6% | ▲+28% Added · +8K sh | |
| 46 | Ark 21SHARES Bitcoin ETF SHS BEN INT | $12.4M | 637.9K | 0.6% | ▲+5.3% Added · +32K sh | |
| 47 | NextEra Energy Inc COM | $11.9M | 135.9K | 0.6% | ▲+1.5% Added · +2K sh | |
| 48 | American Elec PWR Co Inc COM | $11.8M | 86.1K | 0.6% | ▲+3.9% Added · +3K sh | |
| 49 | Metlife Inc COM | $11.7M | 138.7K | 0.6% | ▲+4.5% Added · +6K sh | |
| 50 | RTX Corporation COM | $11.6M | 61.4K | 0.5% | ▼−22% Reduced · −18K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1950947/holdings"
Use Arkolith to show Cyndeo Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 517 | $2.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 478 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 477 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 474 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 465 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 448 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 441 | $1.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 444 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 394 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 17, 2024 | 380 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 12, 2024 | 367 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 339 | $959.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 324 | $956.8M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 320 | $927.7M | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Jan 25, 2023 | 311 | $851.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.